Stephen Rosen is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James & Associates since 2012. Rosen serves as president of a nonprofit advisory board and holds board positions with the BBYO Fund for the Future and the East Tennessee Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and is noted for its municipal advisory services and affiliated research resources.

Scott Haley is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has served as a branch manager and owner of a support company, Mainsail Wealth Advisors. Haley’s prior experience includes three years at Gloucester County Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to assist clients in making informed investment decisions.

William Smedley is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation. He has recent experience at Northwestern Mutual, Aon, and The North Face, and has been affiliated with Belmont University since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Gregory Sexton is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Morgan Stanley since 2013, including at Morgan Stanley Private Bank, National Association since 2015. Sexton serves as a trustee of two investment-related trusts in Germantown, TN. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, serving a broad range of clients with both retail and institutional solutions.

Charles Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Grove Point Advisors, LLC and has been affiliated with Cornerstone Wealth Advisors since 2009. Outside of his advisory role, Matthews coaches softball and fitness at the Christian Academy of Knoxville and Daytona Beach Christian. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Rainbolt is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and 17 years of experience within the firm. She has an additional interest in wholesale wellness products, involving a small part-time activity outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in their investment approach.

James Coffey is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments, James worked as an Associate Wealth Management Advisor at TIAA from 2016 to 2020. His experience in these roles reflects a focus on financial planning and wealth management.

James Morgan is a financial advisor with LPL Financial in Maryville, TN, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with First Tennessee since 2006 and joined LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by a variety of model portfolios and research resources.

Jeffrey Marzolf is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial since 2004. Marzolf serves as a trustee and trust protector for family-related trusts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Franklin Denton is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 33 years of industry experience. His prior work includes 24 years at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Co. In addition to his advisory role, he is involved in life and health insurance sales and assists customers with sales of life policies to a life settlement company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management, using firm-approved analytical tools and providing event-driven planning services such as estate settlement and employer-sponsored programs.

Robert Labout is a financial advisor with Ameriprise in Knoxville, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at LPL Financial, Tennessee Valley Asset Management Adviser Partners, and Transamerica Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Christian Corral is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 2014. He holds the Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Kevin Miller is Vice President, Wealth Planner at Fidelity Investments, where he focuses on comprehensive financial planning to help clients pursue peace of mind. He joined Fidelity Investments in 2022 and has held several roles including Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to Fidelity, Kevin worked as a Client Service Associate at Asset Planning Corp from 2021 to 2022. He holds a California Insurance License. Outside of his professional responsibilities, Kevin enjoys camping, football, golf, hiking, reading, and values his role in parenthood.

Brooke Holmes is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, and has 17 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

William Bowen is a CFP® with 47 years of industry experience, currently serving as an Investment Advisor Representative at Cambridge Investment Research Advisors since 2023. He previously held roles at Cambridge Investment Research, Inc. and AMG Financial Strategies, Inc. Bowen also acts as an independent insurance agent and has served as a FINRA arbitrator since 2003. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, providing tailored strategies across various platform arrangements and incorporating both proprietary and third-party investment solutions.

Gregory Zanolli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011, currently based in Lenoir City, Tennessee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Bradley Adams is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked with Primerica Financial Services since 2008 and has concurrent roles including work with PFS Investments Inc and independent contracting. Outside of advising, he is involved in sales of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of tactical and strategic portfolio options.

Joseph Thompson III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2013 and served in FINRA Dispute Resolution for nine years. Thompson also serves as Chairman Emeritus on the Board of Directors for the East Tennessee Historical Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Emily Williams is a financial advisor at Wells Fargo Clearing with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, she was involved with the Boys & Girls Clubs of Dumplin Valley, Oak Ridge, and the Tennessee Valley from 2016 to 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate managers and investment options, offering both brokerage and advisory solutions across a broad range of financial products and services.

Lloyd Bucher is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Securities LLC and Tennessee Technological University. Prior to his advisory career, he was involved with The Original Hotkaps for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored by a network of Financial Advisors.